401(k) · DOL Form 5500 · 2023
M. S. Walker, Inc. 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 509
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $113,105
- Avg per participant Below avg balance/head
Official DOL plan name: M.S. Walker Retirement Trust · Sponsored by M. S. Walker, Inc. · Massachusetts · Manufacturing
$58M in assets, 509 participants
M. S. Walker, Inc.'s M.S. Walker Retirement Trust reported $58M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,147 in Manufacturing (18,722 peers)
Where M.S. Walker Retirement Trust sits by assets
M.S. Walker Retirement Trust sits in the top quartile of all filed plans by assets, $58M for 509 participants (~$113,105/participant), up 17.6% in 2023.
- #15,147
- in Manufacturing (18,722 peers)
- +17.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
M.S. Walker Retirement Trust's outsized position by total assets
M.S. Walker Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,570,640 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
M.S. Walker Retirement Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M.S. Walker Retirement Trust sits mid-pack in the medium band (509 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- M.S. Walker Retirement Trust reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- M.S. Walker Retirement Trust end-of-year assets rose from $49M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- M.S. Walker Retirement Trust reported participants rose from 498 in the plan year 2022 filing to 509 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 041941600 · M. S. Walker, Inc. PY 2023 · 401(k)
M.S. Walker Retirement Trust · $58M · 509 · 87th
- EBSA $58M
- PART 509
- TYPE 87th
- NET 401(k)
- BOOK near Vir Biotechnology 401(k) Plan
- VS-ST ind #15147
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Massachusetts →
M.S. Walker Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $9M |
| Employer EIN | 041941600 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. S. Walker, Inc.)
Sponsor-wide plan assets over time
All M. S. Walker, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 26.94670998878231% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 498 | $49M |
| 2023 | 1 | 509 | $58M |
| 2024 | 1 | 547 | $62M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
M.S. Walker Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Vir Biotechnology 401(k) Plan in CA ($58M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Vir Biotechnology 401(k) Plan (CA) $58M · 542
- Hertz Associates Ltd. Profit Sharing Plan (IA) $58M · 169
- Czarnowski Display Service, Inc. 401(k) Plan (IL) $58M · 1,164
- Southern Bank 401(k) Retirement Plan (MO) $58M · 533
Similar participant headcount
Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.
- Strongmind, Inc. 401(k) Plan (AZ) 509 · 0 off
- Dca Outdoor, Inc. 401(k) Plan (MO) 509 · 0 off
- Monroe Energy Retirement Plan (PA) 509 · 0 off
- Lindblad Expeditions, Inc 401(k) Plan (WA) 509 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.